Critical Minerals: Global Niobium Supply & Demand

Situation Reports - Jul 10, 2026

Exploring diversification efforts for niobium, a key steel-making input whose production is exceptionally concentrated in one Brazilian company.

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Canada Foreign Policy

Banking on NATO: Canada Takes Lead on the Alliance’s DSRB

Canada’s push for a Defence, Security, and Resilience Bank at the Ankara summit will reveal whether NATO’s capital issues are a matter of supply or coordination.

Canada Economy

Canada-Ukraine Drone Deal: A Win-Win?

The Airlogix-Sentinel venture is an attempt to Canadian capacity in a field that has revolutionized modern warfare, but Ottawa’s slow procurement system must learn to keep up.

Critical Minerals

Saudi Arabia’s Critical Minerals Strategy: Raising the Stakes

The Kingdom’s Manara Minerals spin-off is illustrative of how sovereign money is moving from passive stakes to more direct control of critical minerals supply chains at the processing stages.

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Jul 10, 2026

Who Fires the Shot? Closing the Authority Gap in Indo-Pacific Autonomous Warfare

Jul 10, 2026

Maximum Pressure Alone Will Not Change Iran

Jul 09, 2026

Hormuz: Trump’s Constantinople Moment?

Jul 08, 2026

EU Dreams Collide with Russia’s Hybrid War in Moldova

Jul 08, 2026

Selling Taiwan Short: Four Decades of ‘Sufficient’ US Arms Sales

Jul 07, 2026

EU or Foreign Suppliers? Germany Must Choose on Missile Industry

Jul 07, 2026

China’s Pacific Missile Was a Declaration, Not a Test

Jul 07, 2026

Assassinating Iran’s Leader Sets a Dangerous Precedent

Focus On: South China Sea Dispute

May 26, 2026 — Situation Reports

How US Cable Security Policy Is Restructuring Indo-Pacific Digital Infrastructure

It’s not just economics but geopolitics that’s guiding cable infrastructure decisions in the Indo-Pacific, and what’s being decided now will reverberate for decades to come.

Apr 23, 2026 — Situation Reports

The Cowboy and the Engineer: Two Clocks, One Crisis in the South China Sea

Thousands of kilometers from the drone strikes and naval blockades of the Middle East, a quiet deployment of a 352-meter floating barrier in the South China Sea offers a stark illustration of gaps in strategic focus and planning horizon between Beijing and Washington.

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Unmanned Arms Race: Integrating Drone Warfare in the South Caucasus

Situation Reports - Jul 03, 2026

As drone proliferation accelerates across the South Caucasus, regional powers are overhauling their defense doctrines to accommodate the new reality.

In-Depth: Critical Minerals

Critical Minerals: Global Tellurium Supply and Demand

Situation Reports - Jun 11, 2026
Escaping Southeast Asia’s Critical Minerals Trap

Opinion - Jun 09, 2026
Lessons Forgotten: Critical Minerals and Partisan Ideology in the U.S.

Opinion - May 29, 2026
Uranium Industry Emerges as Strategic Bridge between India and Central Asia

Situation Reports - May 28, 2026
Geological Maps: Key to Securing Critical Minerals Supply Chains

Opinion - May 27, 2026

Copper Squeeze Threatens US AI Buildout

Situation Reports - Jun 18, 2026

Copper is a key input for the data centers fueling the AI boom, and copper supply chains are riddled with geopolitical and capital risks. Strong investment will be needed to get ahead of the coming copper squeeze, and the clock is already ticking.

Critical Minerals: Global Indium Supply & Demand

Situation Reports - May 07, 2026
Critical Minerals: Global Gallium Supply & Demand

Situation Reports - Apr 24, 2026
Geopolitics Weekly (Iran War, China MANPADs, US Hormuz Blockade)

Forecasts - Apr 13, 2026
Project Vault and the New Era of US Strategic Mineral Stockpiling

Backgrounders - Apr 10, 2026
Belarus Profits as Iran War Upends Fertilizer Markets

Situation Reports - Apr 07, 2026

Focus On: Ukraine War

Jun 12, 2026 — Backgrounders

Russia’s Irrecoverable Losses: Industrial Limits and the Future of Strategic Power

The Ukraine war revealed a Russian military that was far more fragile than assumed, and these weaknesses have multiplied as limited resources are funneled toward the immediate demands of the battlefield. When the dust has finally settled, Moscow will face tough questions over whether to rebuild its military capacity as a superpower or a middle power.

How the Ukraine War Reshaped Russia’s Long-Range Strike Capabilities

Jun 05, 2026 — Backgrounders

Selling Taiwan Short: Four Decades of ‘Sufficient’ US Arms Sales
Drone Warfare · Jul 08, 2026
China’s Pacific Missile Was a Declaration, Not a Test
Geopolitics · Jul 07, 2026
Japan-India Summit: Closer Together, Farther from Trump’s America
Artificial Intelligence (AI) · Jul 06, 2026
Sovereignty, Airpower, and the Limits of Alliance Integration
Indo-Pacific Security · Jun 30, 2026
To Eswatini and Beyond: Taiwan’s Fight for Diplomatic Recognition
Taiwan Conflict · Jun 26, 2026

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Region Spotlight: East Asia